From Financial Advisor
0 visitor like this article | Viewed 2840 times | 0 comment
Summary: I wanted the truth when I recently went asking female advisers about how they were treated in the wealth management business, and how they can assist other women in becoming financial advisers. I wondered, was it still the unspoken Mad Men style of the old boy’s network, or was that truly a thing of the past?
From eFinancialCareers
0 visitor like this article | Viewed 3613 times | 0 comment
Summary: Wealth management has changed tremendously over the past 10 years. Its evolution is something new entrants should understand as they decide which parts of the wealth management industry they might like to join. This is true regardless if you are entering the job market for the first time or if you are coming in from another industry.
From Wall Street Jornal Online
Added on May 2016 in M&A Issues
0 visitor like this article | Viewed 3789 times | 0 comment
Summary: Even advisers with decades of experience buying and selling investments for clients may have no experience selling a financial advisory practice.Experienced advisers sometimes make rookie errors when they look to sell their firm or merge it with another, experts say.
From Financial Services Marketing
0 visitor like this article | Viewed 3287 times | 0 comment
Summary: Now, some in the business think the biggest “F” word to impact their business is the fiduciary rule announced by the Department of Labor last month. But I contend another “F” word will make engaging current clients and attracting new ones more difficult than ever: fragmentation.
From IRIS
0 visitor like this article | Viewed 2933 times | 0 comment
Summary: Trying to be “outside of the box” makes you very un-creative and incredibly un-productive. Organizations love to say they are removing limits. Open floor plans, “matrix” organizations, and “thinking groups” are being implemented and pushed forward in an effort to drive collaboration, creativity and innovation
